SI 2017 adds significant performance enhancements in addition to system design and productivity improvements that enable Commercial and Residential AV integrators to both maximize the efficiency of their business processes and increase profitability, while simultaneously reducing overhead. With the addition of the new D-Tools Business Intelligence engine, as well as the ability to publish proposals to the Web, D-Tools delivers a powerful, yet easy-to-use solution that provides a significant improvement to any integrator’s business.
New D-Tools Business Intelligence Engine
SI 2017 now has the capability to report critical project and product information across multiple projects. This provides business owners with a powerful business intelligence engine to drive visual reports and dashboards of key performance indicators.
In addition to pre-configured BI reports, SI 2017 makes it easy to create custom visual reports and dashboards to understand important elements of an integrator’s business. The D-Tools Business Intelligence engine enables deep analysis of business activity such as sales activity, personnel performance assessment, vendor engagement, product usage, profit analysis and more.
Dashboard Console: SI 2017 includes some pre-configured dashboards that provide detailed information on projects, and project items. These dashboards can be filtered by date range and can be viewed as a chart or table. Pre-defined dashboards include project sales, pipeline (by project stage), top products sold, margin by product category, manufacturer, and more.
Dashboard Wizard: SI 2017 features a new Dashboard wizard that can be used to create, edit, and clone dashboards. SI 2017 enables two types of dashboards: Summary (for grouping and summarizing of data) and Tabular (simple table for lists). Dashboards can be configured from project and product information, then grouped, sorted, and filtered in order to display the desired information. Dashboards can be configured to report on current and archived projects.
Building on the D-Tools Cloud Infrastructure, SI 2017 features a new Customer Portal, which enables users to publish Proposals, Contracts, Change Orders, and other client-facing documentation to the web for better client engagement. Clients will be able to log-in to a secure web portal and review documentation, make comments, and accept or reject critical business documentation.
SI users will be notified when a customer reviews, comments or accepts proposals, streamlining the process and improving communications throughout the project lifecycle.
Find Product in Projects – SI 2017 can now search across projects to locate specific products that are in use for improved management of discontinued products, re-calls, or replacements. Users can select multiple products (or filter for “discontinued products” and select them all) and find which projects the products are used in for easy tracking and management.
Add discount to Package labor – This feature enables discounting to labor items in a package (phase labor for products as well as labor items). This discount can be added at package creation, changed prior to adding the package to a project, or changed once it has been added to a project.
Improvements to CSV Catalog Export – Calculated fields including Labor Cost, Labor Price, and Installation price are now included in the CSV export for catalog products.
Contact and Permission enhancements – SI 2017 features improvements to help better organize client information and manage user group permissions. A new dialog makes it easy to set a primary contact for a project and new permissions enable members of a specific user group to view projects where they have been assigned as a resource, and for project managers to view resource costs in order to better track estimated vs. actual project costs. This makes it easier for project teams to view, analyze and project information and collaborate.
Enhanced Contract Payment settings – Multiple contract payment schedules can now be defined in project settings. Users can select a default contract payment setting for new projects. Changes to contract payments may be made within a project, and any changes can be saved for future use.
Component ID and Location options – New options enable better refinements for adding Component IDs to existing products within a project and having better control over number sequencing; Location cloning now has options for quantity, prefixes, and starting number – any child locations will be cloned as well.
New Price fields added to Project Explorer – The SI 2017 Project Explorer displays new fields for Cost, Price, Margin, Markup and Tax. A new built-in Price layout has been added to display these new fields. The new fields can also be added to custom layouts.
Auto replace products on Visio Line drawings – When replacing product images outside of Visio (for example replacing in the catalog or in the project), the product image will automatically update on the drawing page.
Smart Title Block updates in Visio – Smart title blocks in Visio drawings now update automatically when any project information (such as client name, project name, number etc.) is changed.
Set time of daily email notification in Mobile Install – Mobile Install users can now select the time for daily email notifications, making it easier to work around specific schedules.
Increase character limit for Tasks and Service Orders – Task and Service Order descriptions now have a 500 character limit, enabling more detailed descriptions.
Quick Quote Report – New report that combines client, project, and contract details, such as scope of work, pricing and payment terms, into a single, easy-to-read document – ideal for smaller jobs.
New Report Theme Editor – Enables the creation of custom report themes. This builds on the new report themes introduced as part of SI 2017 and enables customization of colors for report objects such as headers, footers, and fonts.
New Client Report Themes – All client reports that ship with SI 2017 have been updated with a new modern look and feel. The new report themes offer 6 different color schemes which can be applied to any standard report.
New Line Item Detail Report – New included client report called Line Item Detail (Install Price). This new client report displays the unit install price of each product in a project and the total install price.